See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,230 | $331,010+14.6% | $284,014+33.5% | $357,791+6.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 10.43% | -7.54%+18.0pp | -6.84%+17.3pp | 396.79%-386.4pp |
| Employer contribution / active EE | $12,477 | $4,421+182.2% | $4,497+177.4% | $7,508+66.2% |
| Participant deferral / active EE | $11,046 | $4,180+164.2% | $5,463+102.2% | $5,521+100.1% |
| Admin fee / account holder | $2,112 | $15,699-86.5% | $16,425-87.1% | $28,387-92.6% |